Professional Practice, Client Management & Report Writing

Project Management for Real Estate Advisory

Run an engagement that lands on time, on budget, and on scope — charters, schedules, meetings, minutes, documented traceability and closeout, built for real estate advisory and development work.

Intermediate
7 modules 31 lessons 4 exercises 2 case studies
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The promise

Run an engagement that lands on time, on budget, and on scope — and be able to prove afterwards what you did and why.

By the end you can

  • Write a charter that fixes scope, out-of-scope, and the definition of done
  • Build a schedule with a real critical path, and know when a Gantt earns its place
  • Run a weekly meeting and issue minutes that create accountability
  • Apply ISO 9001, ISO 10013, and ISO 15489 to documents, records, and traceability
  • Control change and cost before the fee erodes

Curriculum

01

What a Project Actually Is

The difference between a project and ordinary work, the constraints every project trades against, the lifecycle it moves through, and the specific ways real estate and advisory projects fail before anyone opens a spreadsheet.

Projects vs Business as UsualReading
The Triple Constraint and What It Really CostsReading
The Project LifecycleReading
Why Real Estate Projects FailCase study
Project Foundations CheckQuiz · pass 70%
02

The Project Charter

The single document that authorises a project and fixes what it is: objectives, scope and explicit out-of-scope, assumptions, constraints, success criteria, and the signature that makes it binding.

What a Charter Is ForReading
Anatomy of a Project CharterReading
Scope, Out-of-Scope and AssumptionsReading
Writing Your CharterExercise
Charter and Scope CheckQuiz · pass 70%
03

Stakeholders, Roles and RACI

Finding everyone who can affect or block the project, separating the person you deal with from the person who decides, and using RACI to put exactly one name against every deliverable.

Mapping StakeholdersReading
RACI and the Accountability RuleReading
Who Actually Decides on the Client SideReading
Building a RACI for a Live EngagementExercise
Stakeholders and RACI CheckQuiz · pass 70%
04

Planning: WBS, Timelines and Gantt Charts

Breaking work down until it can be estimated, estimating honestly, finding the critical path, and knowing when a Gantt chart earns its place — and when it is decoration.

The Work Breakdown StructureReading
Estimating Duration HonestlyReading
Dependencies and the Critical PathReading
When a Gantt Chart Earns Its PlaceReading
Building and Baselining a GanttExercise
Planning and Scheduling CheckQuiz · pass 70%
05

Communication and Meetings

The communication plan that stops ad-hoc chasing, a weekly meeting that is worth the hour it costs, minutes that create accountability rather than transcript, and status reporting that surfaces problems while they are still cheap.

The Communication PlanReading
The Weekly Meeting That WorksReading
Structuring Minutes of MeetingReading
Status Reporting and EscalationReading
Running a Weekly and Writing the MinutesExercise
Communication and Meetings CheckQuiz · pass 70%
06

Filing, Traceability and ISO

Filing and naming conventions a stranger can navigate, version control that survives a handover, the three ISO standards that govern documents and records — 9001, 10013 and 15489 — and what documented information and traceability actually require in practice.

Filing Systems and Naming ConventionsReading
Version Control and the Document RegisterReading
The Three Standards That Govern Your DocumentsReading
Documented Information and TraceabilityReading
Audits, Nonconformity and Corrective ActionCase study
Filing, ISO and Traceability CheckQuiz · pass 70%
07

Risk, Cost and Closeout

Running a RAID log that changes behaviour, controlling change before it erodes the fee, tracking cost against progress rather than against calendar, and closing a project so the next one is cheaper.

The RAID LogReading
Managing Scope Creep and Change ControlReading
Budget, Fees and Cost ControlReading
Closeout, Handover and Lessons LearnedReading
Risk, Cost and Closeout CheckQuiz · pass 70%

Course assessment

Project Management: Final AssessmentPass 70%

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